KANAWHA CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001164478 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 27, 2022

Total Value ($000): $986,831 (100.0% shares, 0.0% debt)

Holdings (195)

MSFT MICROSOFT CORP 5.8%
Value ($000) $56,922 Shares 221,634 Est. Cost $31.29 Unrealized +742.0%
AAPL APPLE INC 4.8%
Value ($000) $47,596 Shares 348,129 Est. Cost $84.72 Unrealized +75.5%
LOW LOWES INC 3.3%
Value ($000) $33,005 Shares 188,954 Est. Cost $34.81 Unrealized +415.8%
JNJ JOHNSON&JOHNSON 2.8%
Value ($000) $27,823 Shares 156,739 Est. Cost $65.13 Unrealized +145.6%
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $25,613 Shares 178,130 Est. Cost $58.58 Unrealized +134.4%
ADP AUTO DATA PROC 2.5%
Value ($000) $24,981 Shares 118,937 Est. Cost $58.39 Unrealized +246.8%
ABBV ABBVIE INC 2.4%
Value ($000) $23,563 Shares 153,848 Est. Cost $29.64 Unrealized +352.5%
PEP PEPSICO INC 2.2%
Value ($000) $21,441 Shares 128,648 Est. Cost $57.53 Unrealized +160.4%
MCD MC DONALDS CORP 2.2%
Value ($000) $21,253 Shares 86,085 Est. Cost $77.75 Unrealized +191.1%
BDX BECTON DICKINSON 2.1%
Value ($000) $20,329 Shares 82,460 Est. Cost $114.06 Unrealized +109.0%
ABT ABBOTT LABS 2.0%
Value ($000) $19,345 Shares 178,049 Est. Cost $33.26 Unrealized +219.0%
BRK/B BERKSHIRE HATHAWAY B 1.9%
Value ($000) $18,824 Shares 68,949 Est. Cost $118.28 Unrealized +165.2%
IJH ISHARES CORE S&P MIDCAP 1.9%
Value ($000) $18,485 Shares 81,711 Est. Cost $132.58 Unrealized
IVV ISHARES S&P 500 1.8%
Value ($000) $17,774 Shares 46,879 Est. Cost $208.58 Unrealized
NKE NIKE INC-CL B 1.7%
Value ($000) $17,236 Shares 168,646 Est. Cost $45.42 Unrealized +145.0%
D DOMINION ENERGY 1.7%
Value ($000) $16,515 Shares 206,925 Est. Cost $43.16 Unrealized +60.7%
ITW ILLINOIS TOOL WKS 1.6%
Value ($000) $16,177 Shares 88,764 Est. Cost $53.90 Unrealized +239.5%
CVX CHEVRON CORP 1.6%
Value ($000) $16,132 Shares 111,423 Est. Cost $72.56 Unrealized +96.7%
TGT TARGET CORP 1.6%
Value ($000) $15,768 Shares 111,647 Est. Cost $51.98 Unrealized +227.4%
VEA VANGUARD FTSE DEV MARKETS 1.6%
Value ($000) $15,433 Shares 378,267 Est. Cost $39.22 Unrealized
JPM JP MORGAN CHASE 1.5%
Value ($000) $14,540 Shares 129,115 Est. Cost $44.79 Unrealized +152.3%
ORCL ORACLE CORP 1.4%
Value ($000) $14,021 Shares 200,667 Est. Cost $32.27 Unrealized +116.4%
RTX RAYTHEON TECHNOLOGIES CORP 1.4%
Value ($000) $13,683 Shares 142,370 Est. Cost $54.87 Unrealized +61.3%
NSC NORFOLK SOUTHERN 1.4%
Value ($000) $13,447 Shares 59,161 Est. Cost $73.38 Unrealized +208.6%
INTC INTEL CORP 1.3%
Value ($000) $13,101 Shares 350,189 Est. Cost $21.83 Unrealized +86.1%
IWM ISHARES RUSSELL 2000 1.3%
Value ($000) $13,063 Shares 77,132 Est. Cost $106.62 Unrealized
BSV VANGUARD SHORT-TERM BOND 1.3%
Value ($000) $12,993 Shares 169,201 Est. Cost $81.35 Unrealized
GOOGL ALPHABET CLASS A 1.3%
Value ($000) $12,962 Shares 5,948 Est. Cost $40.74 Unrealized +186.8%
PFE PFIZER INC 1.3%
Value ($000) $12,943 Shares 246,869 Est. Cost $19.69 Unrealized +113.2%
XOM EXXON MOBIL 1.3%
Value ($000) $12,712 Shares 148,439 Est. Cost $54.00 Unrealized +47.4%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $12,664 Shares 296,998 Est. Cost $21.44 Unrealized +99.8%
TFC TRUIST FINANCIAL CORP 1.2%
Value ($000) $11,777 Shares 248,305 Est. Cost $40.61 Unrealized +0.4%
VZ VERIZON 1.2%
Value ($000) $11,508 Shares 226,753 Est. Cost $30.98 Unrealized +29.5%
KO COCA-COLA CO 1.1%
Value ($000) $11,236 Shares 178,604 Est. Cost $30.23 Unrealized +87.8%
ECL ECOLAB INC 1.0%
Value ($000) $10,083 Shares 65,578 Est. Cost $94.46 Unrealized +68.3%
MMM 3M COMPANY 1.0%
Value ($000) $9,498 Shares 73,398 Est. Cost $69.57 Unrealized +51.2%
CB CHUBB LTD 1.0%
Value ($000) $9,391 Shares 47,772 Est. Cost $102.63 Unrealized +91.2%
QCOM QUALCOMM INC 0.9%
Value ($000) $9,305 Shares 72,841 Est. Cost $59.19 Unrealized +111.0%
NTRS NORTHERN TRUST CORP 0.9%
Value ($000) $9,096 Shares 94,274 Est. Cost $46.16 Unrealized +103.2%
APD AIR PRODS & CHEM 0.9%
Value ($000) $8,911 Shares 37,057 Est. Cost $104.14 Unrealized +112.1%
HD HOME DEPOT 0.9%
Value ($000) $8,629 Shares 31,463 Est. Cost $93.97 Unrealized +186.3%
USB U.S. BANCORP 0.9%
Value ($000) $8,593 Shares 186,729 Est. Cost $25.79 Unrealized +62.5%
IBM INTL BUS MACHINES 0.8%
Value ($000) $7,789 Shares 55,166 Est. Cost $111.45 Unrealized +5.4%
SO SOUTHERN CO 0.8%
Value ($000) $7,695 Shares 107,905 Est. Cost $29.32 Unrealized +119.3%
MDT MEDTRONIC PLC 0.8%
Value ($000) $7,602 Shares 84,703 Est. Cost $69.16 Unrealized +30.7%
DIS DISNEY (WALT) 0.7%
Value ($000) $7,353 Shares 77,890 Est. Cost $101.84 Unrealized +6.5%
EMR EMERSON ELECTRIC 0.7%
Value ($000) $7,297 Shares 91,743 Est. Cost $41.15 Unrealized +99.0%
VNQ VANGUARD REAL ESTATE 0.7%
Value ($000) $7,296 Shares 80,078 Est. Cost $72.08 Unrealized
PH PARKER-HANNIFIN 0.7%
Value ($000) $7,104 Shares 28,874 Est. Cost $98.23 Unrealized +159.7%
SPY SPDR S&P 500 0.7%
Value ($000) $6,918 Shares 18,337 Est. Cost $247.33 Unrealized
KMB KIMBERLY-CLARK 0.7%
Value ($000) $6,763 Shares 50,040 Est. Cost $73.36 Unrealized +56.4%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $6,604 Shares 82,406 Est. Cost $46.67 Unrealized +53.9%
CVS CVS HEALTH CORP 0.7%
Value ($000) $6,430 Shares 69,397 Est. Cost $51.80 Unrealized +65.8%
VWO VANGUARD FTSE EMERGING MKTS 0.6%
Value ($000) $6,413 Shares 153,980 Est. Cost $39.75 Unrealized
COST COSTCO COS INC 0.6%
Value ($000) $6,316 Shares 13,179 Est. Cost $189.29 Unrealized +156.2%
BMY BRISTOL MYERS SQ 0.6%
Value ($000) $5,707 Shares 74,118 Est. Cost $33.96 Unrealized +91.3%
CAT CATERPILLAR INC 0.5%
Value ($000) $5,332 Shares 29,828 Est. Cost $85.42 Unrealized +131.0%
DE DEERE & CO 0.5%
Value ($000) $5,228 Shares 17,456 Est. Cost $72.11 Unrealized +384.9%
CARR CARRIER GLOBAL CORP 0.5%
Value ($000) $4,954 Shares 138,923 Est. Cost $19.18 Unrealized +94.5%
COF CAPITAL ONE FINL 0.5%
Value ($000) $4,667 Shares 44,792 Est. Cost $68.77 Unrealized +66.4%
XLK TECHNOLOGY SELECT SPDR 0.5%
Value ($000) $4,589 Shares 36,097 Est. Cost $48.10 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.5%
Value ($000) $4,521 Shares 45,621 Est. Cost $101.76 Unrealized
NDAQ NASDAQ INC 0.4%
Value ($000) $4,389 Shares 28,773 Est. Cost $41.55 Unrealized +20.9%
MET METLIFE INC 0.4%
Value ($000) $4,167 Shares 66,361 Est. Cost $30.66 Unrealized +93.2%
COP CONOCOPHILLIPS 0.4%
Value ($000) $3,828 Shares 42,624 Est. Cost $43.93 Unrealized +104.8%
FLOT ISHARES FLOATING RATE NOTE 0.4%
Value ($000) $3,802 Shares 76,161 Est. Cost $50.84 Unrealized
XYL XYLEM INC 0.4%
Value ($000) $3,576 Shares 45,740 Est. Cost $44.62 Unrealized +77.1%
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $3,537 Shares 50,045 Est. Cost $47.48 Unrealized +46.3%
INVESCO BULLETSHARES 2022 CORP 0.4%
Value ($000) $3,465 Shares 163,520 Est. Cost $21.67 Unrealized
UNILEVER PLC 0.3%
Value ($000) $3,327 Shares 72,587 Est. Cost $59.41 Unrealized
T AT&T 0.3%
Value ($000) $3,305 Shares 157,697 Est. Cost $13.42 Unrealized +21.5%
IEFA ISHARES CORE MSCI EAFE 0.3%
Value ($000) $2,935 Shares 49,879 Est. Cost $63.61 Unrealized
SHEL SHELL PLC ADR 0.3%
Value ($000) $2,696 Shares 51,561 Est. Cost $54.92 Unrealized
ACN ACCENTURE PLC 0.3%
Value ($000) $2,663 Shares 9,591 Est. Cost $79.71 Unrealized +257.0%
GPC GENUINE PARTS CO 0.3%
Value ($000) $2,573 Shares 19,343 Est. Cost $57.18 Unrealized +110.4%
WFC WELLS FARGO & CO 0.3%
Value ($000) $2,542 Shares 64,884 Est. Cost $28.57 Unrealized +39.9%
IGSB ISHARES SHORT TERM CORP BD 0.2%
Value ($000) $2,214 Shares 43,796 Est. Cost $53.73 Unrealized
XLV HEALTH CARE SELECT SPDR 0.2%
Value ($000) $2,107 Shares 16,427 Est. Cost $76.41 Unrealized
IJR ISHARES CORE S&P SMALL CAP 0.2%
Value ($000) $2,040 Shares 22,071 Est. Cost $74.06 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.2%
Value ($000) $1,991 Shares 13,734 Est. Cost $128.62 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $1,979 Shares 14,279 Est. Cost $81.70 Unrealized +92.8%
PEG PUB SVC ENTRPRS 0.2%
Value ($000) $1,920 Shares 30,348 Est. Cost $35.47 Unrealized +69.3%
GLAXOSMITHKLINE ADR 0.2%
Value ($000) $1,900 Shares 43,642 Est. Cost $45.80 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.2%
Value ($000) $1,855 Shares 37,120 Est. Cost $50.17 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $1,783 Shares 19,554 Est. Cost $41.51 Unrealized +90.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $1,782 Shares 16,759 Est. Cost $114.54 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,682 Shares 15,840 Est. Cost $124.93 Unrealized +0.2%
INVESCO BULLETSHARES 2023 CORP 0.2%
Value ($000) $1,634 Shares 78,000 Est. Cost $21.68 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,555 Shares 2,553 Est. Cost $467.65 Unrealized
FMC FMC CORP 0.2%
Value ($000) $1,531 Shares 14,309 Est. Cost $51.43 Unrealized +107.8%
SLB SCHLUMBERGER 0.2%
Value ($000) $1,518 Shares 42,449 Est. Cost $50.66 Unrealized -24.4%
DOV DOVER CORP 0.2%
Value ($000) $1,494 Shares 12,313 Est. Cost $44.71 Unrealized +188.7%
XLF FINANCIALS SELECT SPDR 0.1%
Value ($000) $1,377 Shares 43,774 Est. Cost $23.06 Unrealized
BK BANK OF NEW YORK MELLON 0.1%
Value ($000) $1,336 Shares 32,025 Est. Cost $27.58 Unrealized +45.2%
VONV VANGUARD RUSSELL 1000 VALUE 0.1%
Value ($000) $1,272 Shares 20,015 Est. Cost $79.20 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $1,272 Shares 2,342 Est. Cost $266.42 Unrealized +104.5%
CSX CSX CORP 0.1%
Value ($000) $1,256 Shares 43,220 Est. Cost $29.32 Unrealized +5.6%
BERKSHIRE HATHAWAY CL A 1/100 0.1%
Value ($000) $1,227 Shares 3 Est. Cost $225555.56 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $1,187 Shares 4,234 Est. Cost $303.16 Unrealized
GNR SPDR S&P GLOBAL NATURAL RESOUR 0.1%
Value ($000) $1,092 Shares 20,960 Est. Cost $44.97 Unrealized
KMX CARMAX 0.1%
Value ($000) $1,087 Shares 12,018 Est. Cost $64.55 Unrealized +45.7%
WMT WAL-MART 0.1%
Value ($000) $1,075 Shares 8,841 Est. Cost $39.61 Unrealized +11.2%
XLP CONSUMER STAPLES SELECT SPDR 0.1%
Value ($000) $1,028 Shares 14,248 Est. Cost $55.50 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $1,019 Shares 2,728 Est. Cost $14.69 Unrealized +542.0%
XLY CONSUMER DISCRETIONARY SELECT 0.1%
Value ($000) $965 Shares 7,019 Est. Cost $94.59 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $955 Shares 4,571 Est. Cost $69.64 Unrealized +205.1%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $954 Shares 9,667 Est. Cost $55.86 Unrealized +52.9%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $943 Shares 4,310 Est. Cost $87.38 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $935 Shares 2,774 Est. Cost $103.89 Unrealized +232.7%
VAW VANGUARD MATERIALS 0.1%
Value ($000) $858 Shares 5,353 Est. Cost $88.87 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $826 Shares 19,763 Est. Cost $27.02 Unrealized +42.3%
CI CIGNA CORP 0.1%
Value ($000) $810 Shares 3,073 Est. Cost $190.21 Unrealized +26.9%
GE GENERAL ELECTRIC 0.1%
Value ($000) $806 Shares 12,664 Est. Cost $62.95 Unrealized -24.4%
NESTLE SA ORD 0.1%
Value ($000) $770 Shares 6,600 Est. Cost $66.33 Unrealized
UPS UNITED PARCEL SERVICE B 0.1%
Value ($000) $760 Shares 4,162 Est. Cost $75.74 Unrealized +102.5%
DD DUPONT DE NEMOURS 0.1%
Value ($000) $725 Shares 13,052 Est. Cost $27.29 Unrealized -7.2%
EFA ISHARES MSCI EAFE 0.1%
Value ($000) $721 Shares 11,532 Est. Cost $60.87 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $717 Shares 4,668 Est. Cost $105.22 Unrealized +43.5%
UNP UNION PACIFIC 0.1%
Value ($000) $713 Shares 3,344 Est. Cost $95.26 Unrealized +119.2%
MDLZ MONDELEZ INTL 0.1%
Value ($000) $712 Shares 11,471 Est. Cost $34.22 Unrealized +67.3%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $704 Shares 5,419 Est. Cost $98.28 Unrealized +34.6%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $696 Shares 6,489 Est. Cost $62.04 Unrealized +53.7%
NSRGY NESTLE S.A. SPONS ADR 0.1%
Value ($000) $679 Shares 5,830 Est. Cost $75.34 Unrealized
TRV THE TRAVELERS CO 0.1%
Value ($000) $640 Shares 3,782 Est. Cost $79.16 Unrealized +104.4%
DVY ISHARES SELECT DIVIDEND 0.1%
Value ($000) $633 Shares 5,375 Est. Cost $85.31 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $629 Shares 1,225 Est. Cost $135.96 Unrealized +246.5%
XLI INDUSTRIALS SELECT SPDR 0.1%
Value ($000) $597 Shares 6,841 Est. Cost $59.10 Unrealized
GOOG ALPHABET CLASS C 0.1%
Value ($000) $593 Shares 271 Est. Cost $69.53 Unrealized +68.7%
VMWARE INC 0.1%
Value ($000) $583 Shares 5,119 Est. Cost $115.80 Unrealized
XLE ENERGY SELECT SPDR 0.1%
Value ($000) $555 Shares 7,762 Est. Cost $43.73 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $550 Shares 3,900 Est. Cost $64.59 Unrealized +96.0%
DVN DEVON ENERGY 0.1%
Value ($000) $538 Shares 9,766 Est. Cost $31.38 Unrealized +74.0%
YUM YUM! BRANDS INC 0.1%
Value ($000) $538 Shares 4,742 Est. Cost $46.75 Unrealized +131.9%
SCHD SCHWAB US DIVIDEND EQUITY 0.1%
Value ($000) $534 Shares 7,460 Est. Cost $57.48 Unrealized
DOW DOW CHEMICAL COMPANY 0.1%
Value ($000) $506 Shares 9,813 Est. Cost $37.05 Unrealized +39.8%
HEDJ WISDOMTREE EUROPE HEDGED EQ FD 0.1%
Value ($000) $506 Shares 7,719 Est. Cost $58.03 Unrealized
DELL DELL TECH CL C 0.1%
Value ($000) $506 Shares 10,941 Est. Cost $24.16 Unrealized +80.3%
BAC BANK OF AMERICA 0.1%
Value ($000) $504 Shares 16,206 Est. Cost $19.48 Unrealized +68.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $501 Shares 4,403 Est. Cost $43.10 Unrealized +161.9%
WBD WARNER BROS DISCOVERY A 0.1%
Value ($000) $495 Shares 36,853 Est. Cost $18.55 Unrealized 0.0%
IWR ISHARES RUSSELL MIDCAP 0.0%
Value ($000) $493 Shares 7,617 Est. Cost $63.65 Unrealized
MDY SPDR S&P MIDCAP 400 0.0%
Value ($000) $473 Shares 1,145 Est. Cost $215.47 Unrealized
AIT APPLIED INDL TECH 0.0%
Value ($000) $456 Shares 4,740 Est. Cost $39.90 Unrealized +144.8%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $436 Shares 2,590 Est. Cost $128.94 Unrealized
LLY LILLY (ELI) & CO 0.0%
Value ($000) $430 Shares 1,327 Est. Cost $157.16 Unrealized +85.1%
AZO AUTOZONE INC 0.0%
Value ($000) $430 Shares 200 Est. Cost $1053.52 Unrealized +95.2%
BP BP PLC 0.0%
Value ($000) $410 Shares 14,468 Est. Cost $37.93 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $408 Shares 5,413 Est. Cost $33.12 Unrealized +86.7%
HPQ HP INC 0.0%
Value ($000) $397 Shares 12,115 Est. Cost $10.64 Unrealized +201.3%
MKC MCCORMICK & CO 0.0%
Value ($000) $394 Shares 4,732 Est. Cost $81.47 Unrealized +6.9%
SJM JM SMUCKER CO 0.0%
Value ($000) $384 Shares 3,000 Est. Cost $79.36 Unrealized +48.4%
VTI VANGUARD TOTAL STOCK MKT 0.0%
Value ($000) $384 Shares 2,036 Est. Cost $197.09 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $382 Shares 6,125 Est. Cost $49.88 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $382 Shares 5,935 Est. Cost $36.00 Unrealized -6.7%
IJJ ISHARES S&P MIDCAP VALUE 0.0%
Value ($000) $378 Shares 4,008 Est. Cost $99.92 Unrealized
PNC PNC FINANCIAL SERVICES 0.0%
Value ($000) $372 Shares 2,360 Est. Cost $117.06 Unrealized +24.3%
V VISA INC 0.0%
Value ($000) $369 Shares 1,876 Est. Cost $166.23 Unrealized +21.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $359 Shares 14,193 Est. Cost $25.42 Unrealized 0.0%
BIV VANGUARD INT TRM BOND 0.0%
Value ($000) $355 Shares 4,570 Est. Cost $90.09 Unrealized
ADBE ADOBE SYSTEMS 0.0%
Value ($000) $343 Shares 936 Est. Cost $312.72 Unrealized +30.1%
HSY HERSHEY FOODS 0.0%
Value ($000) $333 Shares 1,550 Est. Cost $135.48 Unrealized +46.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $323 Shares 2,742 Est. Cost $120.87 Unrealized
VT VANGUARD TOTAL WORLD STOCK 0.0%
Value ($000) $316 Shares 3,700 Est. Cost $75.56 Unrealized
AMGN AMGEN 0.0%
Value ($000) $314 Shares 1,291 Est. Cost $183.32 Unrealized +19.2%
VUG VANGUARD GROWTH INDEX 0.0%
Value ($000) $312 Shares 1,399 Est. Cost $237.65 Unrealized
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $311 Shares 2,957 Est. Cost $92.25 Unrealized +24.5%
AGG ISHARES CORE US AGGREGATE BOND 0.0%
Value ($000) $306 Shares 3,008 Est. Cost $113.42 Unrealized
MRSH MARSH & MCLENNAN CO 0.0%
Value ($000) $304 Shares 1,957 Est. Cost $96.24 Unrealized +57.6%
AFL AFLAC 0.0%
Value ($000) $300 Shares 5,423 Est. Cost $34.43 Unrealized +57.9%
AMCOR PLC 0.0%
Value ($000) $299 Shares 24,016 Est. Cost $7.49 Unrealized +41.8%
VOO VANGUARD S&P 500 0.0%
Value ($000) $293 Shares 844 Est. Cost $295.52 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $290 Shares 1,687 Est. Cost $98.95 Unrealized +94.3%
AMAT APPLIED MATERIAL 0.0%
Value ($000) $285 Shares 3,135 Est. Cost $71.84 Unrealized +47.7%
NVS NOVARTIS A G ADR 0.0%
Value ($000) $281 Shares 3,323 Est. Cost $72.69 Unrealized
VBR VANGUARD SMALL-CAP VALUE 0.0%
Value ($000) $279 Shares 1,864 Est. Cost $174.47 Unrealized
RSP INVESCO S&P 500 EQ WT 0.0%
Value ($000) $278 Shares 2,068 Est. Cost $108.11 Unrealized
EEM ISHARES MSCI EMERGING MKTS 0.0%
Value ($000) $272 Shares 6,793 Est. Cost $38.92 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $272 Shares 1,000 Est. Cost $211.12 Unrealized +37.4%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $269 Shares 2,354 Est. Cost $112.51 Unrealized +2.8%
CTVA CORTEVA INC 0.0%
Value ($000) $267 Shares 4,937 Est. Cost $25.28 Unrealized +120.7%
PSX PHILLIPS 66 0.0%
Value ($000) $252 Shares 3,074 Est. Cost $47.97 Unrealized +68.8%
HESS CORP 0.0%
Value ($000) $249 Shares 2,350 Est. Cost $107.16 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $246 Shares 1,600 Est. Cost $86.44 Unrealized +94.2%
VTEB VANGUARD TAX-EXEMPT BOND 0.0%
Value ($000) $244 Shares 4,894 Est. Cost $52.99 Unrealized
XLU UTILITIES SELECT SPDR 0.0%
Value ($000) $243 Shares 3,460 Est. Cost $63.05 Unrealized
HON HONEYWELL INTL 0.0%
Value ($000) $239 Shares 1,376 Est. Cost $137.93 Unrealized +20.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $238 Shares 1,569 Est. Cost $16.95 Unrealized +11.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $234 Shares 490 Est. Cost $387.65 Unrealized +11.6%
ITT ITT INC 0.0%
Value ($000) $230 Shares 3,425 Est. Cost $52.99 Unrealized +34.4%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $223 Shares 2,305 Est. Cost $72.62 Unrealized +40.8%
NEU NEWMARKET CORP 0.0%
Value ($000) $223 Shares 740 Est. Cost $386.55 Unrealized -22.5%
IWB ISHARES RUSSELL 1000 0.0%
Value ($000) $218 Shares 1,049 Est. Cost $186.83 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $209 Shares 1,650 Est. Cost $114.36 Unrealized +4.9%
IR INGERSOLL RAND INC 0.0%
Value ($000) $204 Shares 4,850 Est. Cost $41.17 Unrealized +10.1%
MEDALIST DIVERSIFIED REIT 0.0%
Value ($000) $16 Shares 19,618 Est. Cost $2.19 Unrealized